I am blessed to be the guide for a small number of successfull families and business owners. I work in conjuction with a group of trusted advisors to help my clients grow and protect their investments and choose how they want to be taxed. Securities provided through Geneos Wealth Management ...more

I am blessed to be the guide for a small number of successfull families and business owners. I work in conjuction with a group of trusted advisors to help my clients grow and protect their investments and choose how they want to be taxed. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Wealth Management, a dba of A&I Financial Services LLC, registered investment advisor. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned. Posts and comments must refrain from recommending specific investments. The Company will delete comments deemed to be offensive or inappropriate. For further information please see: https://www.assetsandincome.com/disclosures/less